Yuvraj Kataria is a Series 66 licensed financial advisor with Merrill, based in Studio City, CA, and has two years of industry experience. His prior roles include positions at Bank of America, NYLIFE Securities, New York Life Insurance, and Private Money Solutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Jessie Chipps is a Wealth Management Advisor and partner at The Chipps Group at Merrill Lynch Wealth Management. She co-leads the team alongside Judith Chipps and focuses on assisting clients who have recently come into wealth through inheritance or sale of a business. Jessie helps these individuals create a value system and lifelong plan around their money and delivers a comprehensive approach to managing wealth that begins with listening to clients' needs. Jessie holds a bachelor's degree from Lewis & Clark College and has earned professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She and her team serve high net worth individuals and families, providing advice and guidance tailored to major life events and financial decisions. A longtime resident of Los Angeles, Jessie enjoys cooking, drawing/sketching, interior decorating, reading, singing, spending time with her family, swimming, traveling, watching movies, and yoga.

Austin Buhtz is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry experience in 2025. His prior work includes positions at LPL Financial and several other firms since 2024, as well as outside experience in accounting services and music. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and consulting services through a multi-manager platform.

Matthew Johnson is a financial advisor with Charles Schwab in Encino, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Gartner Digital Markets and Macy's. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing.

Robert Rosenberg is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he has been involved with Live Nation - House of Blues and DLS EVENTS LLC since 1994. Outside of his advisory role, he is engaged with TRLT Ventures LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Alexander Derghazian is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America NA, and JPMorgan Chase. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management supported by internal and third-party research.

Michael Curtin is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at CitiGroup Global Markets Inc. His other business activities include serving as a Successor Trustee in Burbank, California. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, combining tailored financial planning with sophisticated analytical tools as part of its comprehensive service platform.

Erin Cottom is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and RBC Wealth Management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hal Sussman is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He leads the Sussman Wealth Strategies Group, his advisory practice affiliated with Raymond James, and has served in this capacity since 2018. Sussman is also a board member of the Young Musicians Foundation, where he participates on the finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports a broad network of advisors and affiliated firms.

Adam Pryor is a financial advisor at Morgan Stanley with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, and various community and political campaigns. Outside of finance, he has been involved in local school board and city council campaigns as well as serving with the Brea Chamber of Commerce. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm’s financial planning process uses structured discovery conversations and proprietary tools, and it manages approximately $2.74 trillion in client assets.

Salim Kimiagar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Jorge De Giorgio is a financial advisor at J.P. Morgan Securities with 14 years of industry experience, holding Series 63 and Series 65 licenses. He has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he creates video content focused on outdoors, home, and automotive DIY projects, sharing his work on platforms such as YouTube and Instagram. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary program and integrates institutional advisory services with brokerage, distribution, and investment management capabilities.

Heather Gottlich is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. She has been a Financial Advisor since 1989, working with high net worth individuals and institutional clients. Over her career, Heather has guided clients through various market conditions, emphasizing minimizing downside risk and providing personalized financial strategies. Heather spent 25 years at Bear Stearns, focusing on sophisticated hedging strategies, asset management, portfolio design, corporate finance, and liability management. She later worked at UBS Financial Services before joining Merrill Lynch in 2016. Her approach includes comprehensive client engagement to tailor customized financial recommendations. She leverages the resources of Merrill Lynch, including asset preservation, retirement and estate planning, and liability management services. Heather holds a Bachelor's Degree from the University of Arizona and the Personal Investment Advisor (PIA) designation. She is a Certified Divorce Financial Analyst® and serves a diverse client base, including business owners, individuals in entertainment, and clients navigating divorce or widowhood. Heather is active in community organizations such as the Boys and Girls Club, California Wildlife Center, City of Hope, and WIFE.org. She enjoys activities including biking, gardening, hiking, music, reading, scuba diving, and spending time with her family.

Gregg Diamond is a financial advisor with LPL Financial in Northridge, California, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced technologies.

Robert Nugent is a financial advisor with LPL Financial in Santa Clarita, CA, holding Series 65 and Series 63 licenses and three years of industry experience. He has been with LPL Financial since 2022 and also has over a decade of experience at Logix Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

Andrew Duchan is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 31 years of industry experience. His prior work includes roles at Westerm International Securities and Financial West Group. He also operates a CPA practice focused on tax preparation and accounting and is a business owner in the herbal supplement industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm provides various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Andres Camacho Platas is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work history includes roles at PFS Investments Inc. and Primerica Financial Services. He is involved in sales of various investment-related and home service products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports advisory services through a large network of financial advisors.

Robert Olson Jr. is a financial advisor at Merrill with Series 63 and Series 65 designations and 41 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Brittain is a financial advisor with Equitable Advisors in Valencia, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Brittain is a member of the California Association of Bilingual Education. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

John Deluca is a financial advisor with LPL Financial in Encino, CA, holding a Series 63 designation and 43 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he has been involved in real estate brokerage through DSA Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.